Service businesses · Automation
You do the work all day. The paperwork shouldn't own your night.
Plumbers, electricians, roofers, landscapers, concrete and excavation crews, cleaning companies: the job itself isn't the bottleneck. It's the quote that needs a reply between calls, the follow-up nobody remembers, and the invoice that gets written at 9pm from a photo of a receipt.
Direct answer
Four places AI automation pays off for a service business
Quote request triage
A text, call, or Facebook message gets the job type, size, and location pulled out, with a reply drafted and site-visit times offered from your calendar.
Quote follow-up
An open quote gets a drafted follow-up on a schedule instead of depending on someone remembering to check back, until it's won or closed.
Job notes into invoices
A quick voice note or photo from the truck becomes a clean work order and an invoice line item, ready for your bookkeeper.
Review requests
A happy customer gets a timely, personal request for a review after the job wraps, instead of one that never goes out.
The root problem
Your pricing and your voice, running on memory
In a five-person shop, the owner is usually the one who quotes, follows up, and keeps the books straight, on top of running jobs.
None of these tasks are hard. They're just constant, and they compete with actually doing the work. When quoting and follow-up depend on whoever has a free minute, response times slip, and open quotes go quiet, not because the price was wrong, but because nobody got back to the customer.
What this looks like
A quote request, handled between jobs
An illustrative example, not a real customer.
The reply goes out in minutes instead of whenever there's a break in the day. Pricing, scope, and tone still come from you: the workspace only knows your rates because you gave them to it.
Where it fits
No new software, unless it earns its place
The AI Concierge gives you a workspace that knows your services, your service area, and your pricing rules, then adds a skill each session for the task eating the most time. AI Automation connects your forms, calendar, and invoicing once the volume makes that worthwhile, not before.
Questions
FAQ
Does this set our prices for us?
No. It drafts from the pricing rules you give it. You set every rate, and you can change a draft before it goes out.
We don't use a CRM. Does that matter?
No. Plenty of shops we work with run on texts, a shared calendar, and a notebook. We build around what you already use, not around software you don't have.
What if I'm the only one who can answer pricing questions?
That's usually the first thing worth fixing. We write your pricing rules and judgment calls down once, so the workspace, and eventually your crew, can answer from them too.
Next step
Let's see what's eating your evenings
A short call to look at how quotes, follow-up, and paperwork move through your business today, and what's worth fixing first.